|
1
|
|
$689M
|
+$118M
|
+2,397,376
|
+21%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$574M
|
+$570M
|
+11,529,466
|
New
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
$414M
|
-$11.8M
|
-238,348
|
-3%
|
|
|
4
|
|
$261M
|
-$12.8M
|
-258,321
|
-5%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$228M
|
+$9.85M
|
+199,430
|
+5%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$89.7M
|
+$3.72M
|
+75,253
|
+4%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$84.8M
|
-$66M
|
-1,336,170
|
Closed
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$64.1M
|
+$2.65M
|
+53,574
|
+4%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$63.8M
|
+$13.2M
|
+267,206
|
+26%
|
|
|
10
|
Syon Capital
San Francisco,
California
|
$54.7M
|
+$5.38M
|
+108,951
|
+11%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$54.2M
|
+$28.3M
|
+573,656
|
+111%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.9M
|
-$1.62M
|
-32,714
|
-3%
|
|
|
13
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$44.7M
|
+$57.6K
|
+1,165
|
+0.1%
|
|
|
14
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$35.5M
|
+$742K
|
+15,023
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.7M
|
+$1.9M
|
+38,375
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$30.3M
|
+$2.29M
|
+46,363
|
+8%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$26.9M
|
+$9.82M
|
+198,780
|
+58%
|
|
|
18
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$25.3M
|
–
|
–
|
–
|
|
|
19
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$24.6M
|
+$1.84M
|
+37,145
|
+8%
|
|
|
20
|
|
$24.2M
|
+$1.98M
|
+40,082
|
+9%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$23.2M
|
+$224K
|
+4,534
|
+1%
|
|
|
22
|
Amarillo National Bank
Amarillo,
Texas
|
$22.7M
|
–
|
–
|
–
|
|
|
23
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$22.1M
|
+$865K
|
+17,502
|
+4%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$21.7M
|
-$632K
|
-12,784
|
-3%
|
|
|
25
|
GDS Wealth Management
Flower Mound,
Texas
|
$21.4M
|
+$898K
|
+18,175
|
+4%
|
|
